Whiteoak Capital ESG Best In Class Strategy Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Whiteoak Capital ESG Best In Class Strategy Growth Direct Plan

NAV
₹9.7960
-0.35%
(17 Jan)
AUM
62 Cr
TER
0.59%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+18.3%
+17.7%
+14.2%
+14.0%
+12.2%
NA
3Y
+16.1%
+10.2%
+10.5%
+18.0%
+9.3%
NA
5Y
NA
NA
+17.2%
NA
+16.7%
NA
ALL
+20.6%
+17.7%
+17.4%
+34.1%
+16.7%
-2.0%
VOL
12.2%
13.5%
15.9%
17.5%
-
13.7%
TER
1.0%
1.0%
0.7%
0.9%
-
0.6%
AUM
₹1,505 Cr
₹508 Cr
₹90 Cr
₹298 Cr
-
₹62 Cr
INFO
1.69
1.31
1.10
1.96
-
-0.15
See fund holdings as of 31st Dec
Top holdings
HDFC Bank Ltd
8.6%
ICICI Bank Ltd
4.7%
Bharti Airtel Ltd
4.0%
Zomato Ltd
3.8%
Tata Consultancy Services Ltd
3.8%
Mahindra & Mahindra Ltd
3.2%
Persistent Systems Ltd
2.8%
Info Edge (India) Ltd
2.8%
Clearing Corporation Of India Ltd
2.7%
Infosys Ltd
2.5%
Top industry exposure
Financial Services
29.0%
Technology
16.2%
Consumer Cyclical
14.5%
Industrials
7.6%
Communication Services
6.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
The investment objective of the scheme is to achieve long-term capital appreciation by investing in the companies identified based on the Environment, Social and Governance (ESG) theme adopting Best in Class Strategy.
Fund manager(s)
Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak

FAQs